← Superinvestors
DA
David Abrams
Abrams Capital Management
Periodo
Q1 2026
Valore portafoglio
$4.64B
Titoli
11
Attività
0 acquisti · 3 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | LOAR LOAR HOLDINGS INC | 39.59% | — | 32,050,240 | $1.84B |
| 2 | LAD LITHIA MTRS INC | 13.41% | — | 2,490,534 | $621.9M |
| 3 | GOOGL ALPHABET INC | 11.57% | Reduce 2.65% | 1,865,768 | $536.5M |
| 4 | SGI SOMNIGROUP INTERNATIONAL INC | 9.24% | Reduce 0.09% | 5,798,776 | $428.6M |
| 5 | ABG ASBURY AUTOMOTIVE GROUP INC | 9.08% | — | 2,155,492 | $421.2M |
| 6 | CPNG COUPANG INC | 5.3% | — | 13,017,964 | $245.8M |
| 7 | WILLIS TOWERS WATSON PLC LTD | 4.52% | — | 720,779 | $209.5M |
| 8 | META META PLATFORMS INC | 4.01% | — | 325,155 | $186.0M |
| 9 | UHAL/B U HAUL HOLDING COMPANY | 3.13% | — | 3,251,469 | $145.2M |
| 10 | NUVB NUVATION BIO INC | 0.12% | Reduce 66.67% | 1,270,504 | $5.5M |
| 11 | UHAL U HAUL HOLDING COMPANY | 0.04% | — | 36,401 | $1.7M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.